Matt serves as a Director, Wealth Advisor at Greenline, specializing in qualified retirement plans for small & medium size businesses, providing tailored guidance to help companies setup and manage effective retirement programs for their employees. Known for his high-touch, client-centered approach, Matt prioritizes building meaningful relationships with his clients, ensuring each interaction is personalized and attentive to their unique corporate needs.
Matt’s consultative style is rooted in transparency and trust, with a focus on delivering exceptional service and support. He partners closely with businesses to navigate the complexities of ERISA Plans, helping them make informed decisions that benefit both the company and its employees. As an Investment Advisor Representative, Matt also supports individuals and families with all aspects of their investment and retirement planning needs.
Outside of work, Matt enjoys golfing, and spending time with friends and family.
A Native of Youngstown, OH he currently resides in Vernon Hills, IL.